China does not know how to make chips.

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Jul 24, 2020
1:47:06pm

Genghis Spreads All-American

China does not know how to make chips.

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Genghis Spreads

Previous username: BeefNoodleSoup
Bio page: Genghis Spreads
Joined: Feb 23, 2004
Last login: Apr 27, 2024
Total posts: 33,882 (299 FO)

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Messages

Author

Time

Andy Grove just rolled over in his grave...

7/24/20 9:32am

<< Deleted >>

Abe Froman

7/24/20 9:35am

Intel just threw in the towel on chip technology leadership. Stock down 18%

7/24/20 9:38am

It's a good day to be in AMD, up 15% today.

RC Vikings

7/24/20 9:46am

Yep. Bought the spike to 60, figured I'd hold til earnings (Tuesday). Paying off

Harbinger

7/24/20 9:52am

I bought first part of June and was down for about a month but it's paying

RC Vikings

7/24/20 9:57am

Very nice!

Harbinger

7/24/20 10:10am

Apple switching to ARM was a bad omen for Intel

7/24/20 9:57am

That's not even a factor in the current decision

AZ Coug

7/24/20 5:42pm

I didn't say it was a factor in Intel's decision

7/24/20 9:02pm

Apple is what, 3-4% of Intel's revenue?

AZ Coug

7/25/20 9:12pm

What would you do if you were them? Their stubborn refusal to give up

Genghis Spreads

7/24/20 10:34am

Figure out a way to develop or buy a technology lead.

7/24/20 10:39am

They are on 7nm and TSMC is working on 2nm. Is either TSMC or Samsung for sale?

Genghis Spreads

7/24/20 10:57am

The catchup game isn't working. Need to work on next gen, leap frog them.

7/24/20 10:59am

Maybe they can link up with Stanford or MIT. TSMC already has a partnership with

Genghis Spreads

7/24/20 11:16am

This article shows how Intel has had trouble getting past 14nm. You really need

Genghis Spreads

7/25/20 11:02am

Btw- it’s not insignificant that what Intel calls 14nm is roughly the equivalent of what TSMC calls 10nm, Intel’s

cheezedawg

7/25/20 11:14am

Try harder, hire the best person for the job.

Harbinger

7/24/20 10:41am

They should actually switch to being a contract manufacturer and invest deeply into American foundries. Take on TSMC

7/24/20 11:07am

and give up design?

Genghis Spreads

7/24/20 11:19am

Yes. I think so. I think the market has already spoken. Fabless design firms are the way of the world now.

7/24/20 12:47pm

The US strategically cant afford to not have a cutting edge foundry business.

7/24/20 1:28pm

Right. We must bring this home and it should be a key focus for the federal government in our escalating decoupling from

7/24/20 1:32pm

China does not know how to make chips.

Genghis Spreads

7/24/20 1:47pm

Taiwan does. China considers this country to be a rogue providence.

7/24/20 1:57pm

According to them they do - Taiwan does and that’s China. And if SMIC somehow does catchup

7/24/20 2:01pm

TSMC will start making them in Arizona for our F-35s.

Genghis Spreads

7/24/20 2:29pm

This is a step in the right direction.

7/24/20 2:40pm

Yep. This is a good move by trump and his administration. It’s a good start.

7/24/20 2:48pm

Holy smokes...

Genghis Spreads

7/27/20 8:11pm

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